Teich Wealth Management of Raymond James - Boca Raton (FL)

Barna Feher Ive been waiting close to six months to receive my spring disbursement, the same thing happened in the fall. Ive gone at least a dozen times in person and was given inconsistent information regarding updates. Twice I was told Id have the money by the end of the week, months ago. I went to the college presidents office and have spoken to student affairs. The updates always promise a resolution in the near future that never comes. Ive now taken multiple finals and I am now halfway through another semester. I just hope it gets disbursed before the summer aid and that I wont have to go through the same thing a third time. I dont feel like the college cares about its students.

Melissa Sherk-Keech Sarasota Realtor I have had an amazing experience working with Corey Sherk in Bradenton Florida. He has taken the time to understand my financial goals and is always happy to explain in depth anything I have questions on. No confusing jargon- just solid advice and smart strategies that make me feel confident about my future. If you are looking for a financial advisor who is approachable, knowledgeable and genuinely cares about your financial future, he is the one to call.

Vanessa Cusell Dont deposit cash in the ATM outside. It ate all my rent money. However with that being said, the store manager Allen Wier was amazing in helping me get my money back. The bank does not service the outside ATM, but he was on the phone instantly with the company, and he filed a claim for my money. Although I did have to wait 3 business days, the money was back in my account. Im very thankful for all his help.

Lindsay Strand Mary and her team are true partners. I credit them with so much more than investing our money. They have done that well. But what sets them apart is their ability to help us make clear plans and then work the execution to achieve the goals. They are accessible, creative, willing to communicate with our accountant and other partners. You will be in good hands with this group.

Steve Abbott Tammy helped my wife and I with some financial questions and loan information. Super easy to speak with and very knowledgeable. Highly recommended.

Jillian Ozkara Benchmark was a wonderful place to work both in terms of professional development and culture. I’ve worked for several financial planning and investment firms in the past. Honestly, I have seen so many underhanded activities, such as advisors charging high commissions or selling products clients did not need. The advisors I worked with at Benchmark had integrity. It’s a smaller firm, so advisors are able to work closely with clients and build relationships. The advisors were honest, reasonable, and genuinely cared about each client. If I weren’t a Financial Planner myself, I would consider hiring Benchmark. They look your complete financial picture—they don’t simply sell products like everyone else.

Gregory Glasgow Jime Sanders is a wonder wizard with Financial ideas

Valorie Maldonado Gramm every one should learn to sabe for retirement